Advisor, Personal

May 14, 2022

(Work place: Service Signature Montréal)

Desjardins values diversity and equity in the workforce and is committed to meeting the needs of people with disabilities by adapting the recruitment process, as needed.

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-08As a personal advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You provide service tailored to client needs in accordance with current strategies and practices.You develop and maintain personal business relationships with clients. You drive results by promoting and selling products and services in accordance with your unit’s business objectives and strategies. You balance sales objectives, sound and prudent risk management, profitability and member/client satisfaction.You work with clients with diverse needs and significant development potential for your sector. You analyze member/client needs, develop and implement personalized solutions, and present integrated service offers. Your work and initiatives require extensive knowledge of your line of business.You advise and assist current and potential members and clients. You represent Desjardins and enter the organization into agreements with clients. You also have opportunities to establish and negotiate product and service terms. Interpersonal savvy is therefore essential.

General Information on the Position

Main Responsibilities

  • Set goals and advise members and clients on the best solutions and strategies

  • Collect, compile and analyze data. Prepare reports and recommendations

  • Oversee portfolios. Assess customer satisfaction and service quality, follow up, and make improvements as needed

  • Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Other working conditions

  • Workplace : The work arrangement for the position is hybrid work 

  • Number of jobs available : 1

Qualifications

  • Bachelor's degree in a related field

  • A minimum of 2 years of relevant experience

Please note that other combinaisons of qualifications and relevant experience may be considered

  • Hold a mutual fund representative certificate – Autorité des marchés financiers

  • For vacant positions available in Quebec, please note that knowledge of French is required​

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Service Signature Montréal

Trade Union

Non Syndiqué

Unposting Date

2022-05-28

Job Family

Member/client sales and service (FG)

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